Mission
SERVES AS A FUNDING VEHICLE FOR PROVIDING LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS SUCH AS WELFARE BENEFITS CONTEMPLATED BY CODE 501(C)(9) THROUGH THE PURCHASE OF INSURANCE.
Public Charity
ASSOCIATION HEALTH & WELFARE VEBA MASTER TRUST
Based in LOUISVILLE, KY, ASSOCIATION HEALTH & WELFARE VEBA MASTER TRUST operates as a Public Charity. The organization reported $7.5M in revenue, $7.5M in expenses, $361K in total assets for fiscal year 2025.
EIN: 467130790
LOUISVILLE, KY
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$7.5M
Total Expenses$7.5M
Total Assets$361K
Grant Records0
Filing Years2021–2025
Where $100 goes at Association Health & Welfare Veba Master Trust
How Association Health & Welfare Veba Master Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$98
Programs
the work itself
$2
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $98 for programs
$98
Maintain employee healthcare plan benefits for over 600 participants and family members eligible to participate in the plan
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Jacob Julius
TRUSTEE
J Trent Hunt
TRUSTEE
Stephen Gregory
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $7.5M | $7.5M | $361K |
| 2024 | $10.0M | $10.0M | $350K |
| 2023 | $10.0M | $9.9M | $430K |
| 2022 | $11.1M | $11.1M | $448K |
| 2021 | $11.0M | $11.0M | $236K |
Between 2021 and 2025, reported annual revenue declined from $11.0M to $7.5M (-32%), with total assets most recently reported at $361K.
Interactive year-over-year charts and full filing details available with membership.